Get Started

Get Started on Your Financial Life Plan Today








    We use cookies to ensure our visitors have the best browsing experience on our website.

    BA in Finance

    I’m bilingual: I speak fluent Vietnamese & English

    I played tennis throughout high school and am passionate about getting back into the sport.

    Loves trying different cuisines.

    Get to Know Lucky

    Lucky Nguyen is a Bentley University graduate with a major in Finance and a minor in Law. In college, Lucky was a member of several investment clubs, which helped grow his passion for investments. Some of his hobbies included playing tennis, hiking, and watching horror movies on Netflix.

    Lucky grew up in New England and spent most of his summer traveling. In the summer of 2019, Lucky traveled to Tel Aviv, Israel, to complete a 3-month long summer internship with a start-up. In Israel, Lucky surfed for the first time and completely loved the experience. After graduating from Bentley, Lucky moved out to San Diego to pursue an opportunity with Trilogy. In California, Lucky currently enjoys watching the sunset in La Jolla, lounging at the beach, and eating a variety of different cuisines.

    Lucky is solely an Investment Advisor Representative of Trilogy Capital, and not affiliated with LPL Financial.

    Read More
    Meet Lucky’s Team
    Scroll through to see each of the Advisors
    Senior Vice President of Wealth Management
    Windus Fernandez Brinkkord, AIF®, CEPA
    Vice President of Wealth Management
    Gary Sussman, CFP®

    Experience the Trilogy Difference

    We believe that real Life Planning is progress, not perfection.

    Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

    Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

    Call Us To Get Started. (844) 356-4934